The last 5 years have seen a polar shift in market extremes and the Nordea 1 – Heracles Long/Short MI Fund has demonstrated that it is optimally equipped for changing market circumstances thanks to its unique investment process and high diversification across asset classes and time.
Christophe Girondel, Head of Global Fund Distribution, notes “By teaming up with German investment house, Metzler Asset Management GmbH, we have built a strong track record and delivered a competitive performance to our client base within the managed future space”.
With its proven track record (including challenging years for Managed Futures strategies), the fund is one of the oldest UCITS compliant Managed Futures strategies offering daily liquidity to investors. The portfolio follows a multi-asset strategy with a strong directional bias taking advantage of both rising and falling markets. Its foundation lies on a forecast free and rule based quantitative model to exploit momentum across global equity, fixed income, and foreign exchange through a direct investment via currency forwards and highly regulated futures.
*Source: Nordea Investment Funds S.A. and Bloomberg. Performance of the Nordea 1 – Heracles Long/Short MI Fund (AI-EUR, LU0343921531) versus the UCITS Alternative Index CTA. Period under consideration: 30.03.2008-28.02.2013. The performance represented is historical; past performance is not a reliable indicator of future results and investors may not recover the full amount invested.
About Global Fund Distribution
Global Fund Distribution is part of the Nordea Group, which has assets under management totalling EUR 218 billion (31.12.2012). The business area offers Global investors exposure to a broad range of investment funds via its active distributors, which include banks, asset managers, independent financial advisors and insurance companies. Its main product is the Nordea 1, SICAV, which encompasses a diverse spectrum of high quality products. Nordea 1, SICAV has constantly grown in terms of volume and has steadily gained in reputation. This growth is the result of the success of its active management of products belonging to the following asset classes: value stocks, growth stocks, theme-oriented funds and dedicated sector funds, as well as multi-asset strategies, long/short strategies, bond and money market funds.
